Muirfield Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Muirfield Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.59M	Sell	90,492 -1,218	-1%	-$94.8K	4.85%	5
2025 Q4	$7.46M	Sell	91,710 -1,884	-2%	-$153K	5.47%	3
2025 Q3	$7.48M	Buy	93,594 +720	+0.8%	+$55K	5.55%	2
2025 Q2	$6.79M	Buy	92,874 +17,160	+23%	+$1.13M	5.4%	4
2025 Q1	$4.68M	Sell	75,714 -2,532	-3%	-$171K	3.97%	8
2024 Q4	$5.35M	Sell	78,246 -4,344	-5%	-$292K	4.41%	7
2024 Q3	$5.28M	Buy	82,590 +114	+0.1%	+$7.07K	4.49%	8
2024 Q2	$5.14M	Buy	82,476 +834	+1%	+$48.6K	4.83%	6
2024 Q1	$4.68M	Sell	81,642 -606	-0.7%	-$33.3K	4.51%	8
2023 Q4	$4.26M	Buy	+82,248	New	+$3.97M	4.52%	8

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Muirfield Wealth Advisors's VUG Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.3% in Q1 2026, selling an estimated $94.8K and leaving 90,492 shares worth $6.59M. The position accounts for 4.85% of the portfolio, ranked #5.

Muirfield Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.48M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Muirfield Wealth Advisors held 90,492 shares of Vanguard Growth ETF worth $6.59M as of Q1 2026.
Muirfield Wealth Advisors sold 1,218 Vanguard Growth ETF shares in Q1 2026, an estimated $94.8K.
Vanguard Growth ETF made up 4.85% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Muirfield Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Vanguard Growth ETF position peaked at $7.48M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.